KELLY MELISSA KENNEDY

Financial Adviser · North Sydney, NSW

Registered

Registration Number

001238575

Registration Status

Registered

Location

North Sydney, NSW 2059

Providing Advice Since

2016

Registration Date

03/12/2019

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

📚 Qualifications & Training

2012 - Advanced Diploma Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - Self Managed Superannuation Fund - Other - Kaplan
2015 - Tier 1 Margin Lending and Geared Investments Accreditation - Other - Kaplan
2017 - Bachelor of Business (Financial Planning). - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2024 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.